+2,920.5%
UNP vs VNQ
+387.0%
+2,533.5%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -0.7% |
| 7D | -1.7% | -0.9% | -0.8% | -1.3% |
| 30D | -2.1% | -2.2% | +0.1% | -0.9% |
| 3M | +5.4% | -1.9% | +7.4% | +6.5% |
| 6M | +13.4% | +3.2% | +10.1% | +11.4% |
| YTD | +25.0% | +9.4% | +15.6% | +19.1% |
| 1Y | +34.6% | +7.5% | +27.1% | +29.4% |
| 3Y | +43.6% | +31.1% | +12.6% | +23.8% |
| 5Y | +51.7% | +6.6% | +45.2% | +44.7% |
| 10Y | +282.5% | +63.9% | +218.6% | +189.1% |
| All | +2,920.5% | +387.0% | +2,533.5% | +1,181.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VNQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling